PRTAX Mutual Fund

PRTAX Mutual Fund

NAV$8.84
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Returns Overview

1 Month
-4.34%
3 Months
-6.45%
6 Months
-3.63%
YTD
-3.58%
1 Year
-2.00%
3 Years (annualized)
+3.76%
5 Years (annualized)
+0.34%
10 Years (annualized)
+2.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRTAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-3.58%
Peer Avg (YTD)
-3.82%
vs Peers
+0.25%

PRTAX Mutual Fund Performance

PRTAX performance across multiple time periods: 1-month -4.34%, YTD -3.58%, 1-year -2.00%, 3-year 3.76%, 5-year 0.34%, 10-year 2.04%.

PRTAX returns outperform the peer average of -3.82% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

PRTAX vs another fund shows side-by-side returns. PRTAX alternatives are available in the Mutual Fund Screener.